See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,765 | $60,349-65.6% | $74,183-72.0% | $62,891-67.0% |
| Participation rate | 72.4% | 72.7%-0.3pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | 33.19% | 21.37%+11.8pp | 17.74%+15.5pp | 20.14%+13.1pp |
| Employer contribution / active EE | $1,424 | $1,680-15.2% | $2,370-39.9% | $2,281-37.6% |
| Participant deferral / active EE | $4,806 | $2,856+68.3% | $3,550+35.4% | $3,203+50.1% |
| Admin fee / account holder | $318 | $4,261-92.5% | $5,586-94.3% | $4,296-92.6% |